BABSON CAPITAL Overview

Babson Capital Management Llc is an investment advisor that manages 156.3 BN dollars in regulatory AUM and has 622 employees, of which 253 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 1% of the manager's regulatory AUM.

BABSON CAPITAL StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

BABSON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 5.02% Cons. Staples -7.48% -0.14% 0 24%
EFA 3.33% ETF -4.09% -0.19% 0 13%
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FEATURED IN
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BABSON CAPITAL Founders and Key Employees

Name Title In Position Since
Michael T. Rollings Member Of The Board Of Managers May-2005
Clifford M. Noreen Member Of The Board Of Managers, President, And Managing Director December-2008
Thomas M. Finke Chairman Of The Board Of Managers And Chief Executive Officer December-2008
Susan A. Moore Chief Administrative Officer And Managing Director February-2010
Christopher A. Defrancis Co-General Counsel, Chief Compliance Officer, Secretary And Managing Director November-2010
Sheldon M. Francis Co-General Counsel, Secretary And Managing Director November-2010
Paul J. Thompson Chief Financial Officer, Chief Operating Officer And Managing Director April-2015
Elizabeth W. Chicares Member Of The Board Of Managers July-2012
Roger W. Crandall Member Of The Board Of Managers November-2012
M. T. Corbett Member Of The Board Of Managers November-2012
Russell D. Morrison Member Of The Board Of Managers, Vice Chairman And Managing Director July-2014
William F. Glavin Member Of The Board Of Managers November-2014

BABSON CAPITAL Brokers, Custodians, Auditors and Administrators

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BABSON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis:

Babson uses economic, fundamental, technical and quantitative analyses. Economic analysis emphasizes daily and historical review of economic and financial data that impact short, intermediate and long-term interest rates. Fundamental analysis examines qualitative and quantitative factors to determine an issuer’s current financial strength and expected future performance. Factors examined often include: historic and projected company financial results, credit metrics, capital structure, management assessment, financial discipline, competitive forces, economic analysis and life cycle analysis. Technical analysis involves a daily analysis of yields relative to other asset classes and other indicators as deemed appropriate in the marketplace. Quantitative analysis involves a daily analysis of the risk and return characteristics of

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BABSON CAPITAL Portfolio Concentration

BABSON CAPITAL Location

1500 MAIN STREET
SPRINGFIELD, Massachusetts
UNITED STATES, 01115

BABSON CAPITAL Contact Information

Phone Number: 413-226-1000
Fax Number: 413-226-1299
Website:

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